Legacy Wealth Management (Mississippi)’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,240
| Closed | -$371K | – | 101 |
|
|
2025
Q1 | $371K | Sell |
2,240
-4,120
| -65% | -$683K | 0.12% | 72 |
|
|
2024
Q4 | $920K | Hold |
6,360
| – | – | 0.37% | 44 |
|
|
2024
Q3 | $1.03M | Buy |
6,360
+47
| +0.7% | +$7.62K | 0.38% | 49 |
|
|
2024
Q2 | $923K | Hold |
6,313
| – | – | 0.39% | 44 |
|
|
2024
Q1 | $999K | Hold |
6,313
| – | – | 0.45% | 43 |
|
|
2023
Q4 | $990K | Sell |
6,313
-165
| -3% | -$25.9K | 0.48% | 44 |
|
|
2023
Q3 | $1.01M | Hold |
6,478
| – | – | 0.52% | 44 |
|
|
2023
Q2 | $1.07M | Hold |
6,478
| – | – | 0.54% | 45 |
|
|
2023
Q1 | $1M | Hold |
6,478
| – | – | 0.55% | 44 |
|
|
2022
Q4 | $1.14M | Hold |
6,478
| – | – | 0.68% | 41 |
|
|
2022
Q3 | $1.06M | Hold |
6,478
| – | – | 0.71% | 42 |
|
|
2022
Q2 | $1.15M | Sell |
6,478
-8
| -0.1% | -$1.42K | 0.7% | 48 |
|
|
2022
Q1 | $1.15M | Buy |
6,486
+165
| +3% | +$29.2K | 0.6% | 52 |
|
|
2021
Q4 | $1.08M | Hold |
6,321
| – | – | 0.55% | 49 |
|
|
2021
Q3 | $1.02M | Buy |
6,321
+8
| +0.1% | +$1.29K | 0.55% | 53 |
|
|
2021
Q2 | $1.04M | Sell |
6,313
-270
| -4% | -$44.5K | 0.58% | 50 |
|
|
2021
Q1 | $1.08M | Buy |
6,583
+178
| +3% | +$29.3K | 0.66% | 46 |
|
|
2020
Q4 | $1.01M | Sell |
6,405
-750
| -10% | -$118K | 0.64% | 48 |
|
|
2020
Q3 | $1.07M | Buy |
7,155
+2,336
| +48% | +$348K | 0.73% | 43 |
|
|
2020
Q2 | $678K | Buy |
4,819
+396
| +9% | +$55.7K | 0.52% | 57 |
|
|
2020
Q1 | $580K | Buy |
4,423
+221
| +5% | +$29K | 0.54% | 54 |
|
|
2019
Q4 | $613K | Buy |
+4,202
| New | +$613K | 0.53% | 58 |
|